Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Techies Cheer Fava's Move to Envestnet
By Janet Levaux"She has her finger on the pulse of what actually matters" to advisors, Gavin Spitzner tells ThinkAdvisor.
July 21, 2020
Hightower's Stephanie Link: Work Hard and Don't Burn BridgesThe RIA's new chief investment strategist, a CNBC regular, tells ThinkAdvisor about working her way up from the Dean Witter trading floor.
July 21, 2020
Judy Shelton Moves a Big Step Closer to Joining Fed BoardA Senate Banking panel voted in favor of the economist, who has questioned the Fed's authority.
July 21, 2020
Biden's $775B 'Caring Economy' Plan to Be Funded by Real Estate TaxesThe Democratic program would bolster care for children and seniors, and it would target "like-kind" real estate exchanges.
July 20, 2020
Pershing Taps Former Goldman Sachs Exec as COOEmily Schlosser replaces Jim Crowley as compliance chief a year after the former CCO was tapped to lead the BNY Mellon business.
July 20, 2020
Stimulus Alone Can't Save Economy: J.P. Morgan's KellyAdding more federal stimulus is like "pumping air into a leaky tire," he says.
July 20, 2020
Trump's Payroll Tax Cut to Be Included in Next Relief BillRepublican leaders discussed the bill with Trump in the Oval Office today. Democratic leader Schumer blasted the proposal.
July 20, 2020
Franklin Templeton Expands Active ETF Lineup: Portfolio ProductsAlso, BlackRock expands relationship with Citi to enhance securities services.